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虎哥财记
IP属地：江苏
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虎哥财记
虎哥财记
·
10-22 16:01
$明略科技-W(02718)$
港股通里翻了一圈，AI相关的就这几家，明略算便宜的，便宜不是买的理由，干实事才是，两样都占
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虎哥财记
虎哥财记
·
10-22 15:37
$希音-W(00625)$
港股这环境，慢慢看
@王五仕：
$希音-W(00625)$海外仓在铺，本地化履约在推。短期看是成本，长期看是壁垒
$希音-W(00625)$海外仓在铺，本地化履约在推。短期看是成本，长期看是壁垒
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虎哥财记
虎哥财记
·
10-22 15:27
$禾赛-W(02525)$
这几天大盘本来就弱，成长股集体挨打，禾赛跟着很正常，别自己吓自己，把逻辑捋一遍该吃吃该睡睡
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虎哥财记
虎哥财记
·
10-22 09:58
找钢网-W(06676.HK)获嘉立信信托(香港)有限公司增持17万股
根据联交所最新权益披露资料显示，2026年10月16日，找钢网-W(06676.HK)获JLT Trust (Hong Kong) Limited 嘉立信信托(香港)有限公司在场内以每股均价0.6435港元增持17万股，涉资约10.94万港元。 增持后，JLT Trust (Hong Kong) Limited 嘉立信信托(香港)有限公司最新持股数目为7936.04万股，持股比例由8.99%上升至9.01%。
$找钢网-W(06676)$
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找钢网-W(06676.HK)获嘉立信信托(香港)有限公司增持17万股
虎哥财记
虎哥财记
·
10-21
$希音-W(00625)$
商城业务服务收入涨44%，虽然占比还不大，但这是轻资产模式，利润率结构比自营好。市场现在主要看自营利润，商城这块的估值还没充分体现，算不算预期差？
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虎哥财记
虎哥财记
·
10-21
RISC-V开源架构是国策支持方向，打破Arm和x86垄断只能靠它。奕斯伟作为国内全定制方案头部玩家，政策红利加市场红利双吃
$奕斯伟计算(01256)$
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虎哥财记
虎哥财记
·
10-20
$山高控股(00412)$
从政策面看，双碳目标没变，绿电消纳和算力绿色化还在加码，持仓跟着产业趋势走
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237
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虎哥财记
虎哥财记
·
10-20
大盘一波动，这票跟着来回震荡，等这波恐慌盘杀完再说
$云迹(新)(02670)$
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虎哥财记
虎哥财记
·
10-20
$微亿智造(03275)$
2026年前五个月收入4.24亿元，同比增长22.6%；净利润2250万元，去年同期只有710万元。收入还在跑，利润弹性已经出来了[真香]
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虎哥财记
虎哥财记
·
10-20
$奕斯伟计算(01256)$
RISC-V在具身智能芯片市场渗透率预测到2030年能干到28.2%，现在是10.7%。将近三倍空间，赛道选对了，剩下的就是等时间证明了
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href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>港股通里翻了一圈，AI相关的就这几家，明略算便宜的，便宜不是买的理由，干实事才是，两样都占","listText":"<a href=\"https://laohu8.com/S/02718\">$明略科技-W(02718)$</a>港股通里翻了一圈，AI相关的就这几家，明略算便宜的，便宜不是买的理由，干实事才是，两样都占","text":"$明略科技-W(02718)$港股通里翻了一圈，AI相关的就这几家，明略算便宜的，便宜不是买的理由，干实事才是，两样都占","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621078134280416","isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621066189042120,"gmtCreate":1792654634627,"gmtModify":1792654636898,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4254720394164342","authorIdStr":"4254720394164342"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00625\">$希音-W(00625)$ </a>港股这环境，慢慢看","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00625\">$希音-W(00625)$ </a>港股这环境，慢慢看","text":"$希音-W(00625)$ 港股这环境，慢慢看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/621066189042120","repostId":"620999126147920","repostType":1,"repost":{"id":620999126147920,"gmtCreate":1792638269701,"gmtModify":1792638271695,"author":{"id":"4232514960896280","authorId":"4232514960896280","name":"王五仕","avatar":"https://static.tigerbbs.com/e3a9fb7016e010d309e1b761f8fec532","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232514960896280","authorIdStr":"4232514960896280"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00625\">$希音-W(00625)$</a>海外仓在铺，本地化履约在推。短期看是成本，长期看是壁垒","listText":"<a href=\"https://laohu8.com/S/00625\">$希音-W(00625)$</a>海外仓在铺，本地化履约在推。短期看是成本，长期看是壁垒","text":"$希音-W(00625)$海外仓在铺，本地化履约在推。短期看是成本，长期看是壁垒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620999126147920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4248492684222290","authorId":"4248492684222290","name":"风雪财评","avatar":"https://static.tigerbbs.com/e0ba86bd42823235ba90ec12c477e3e0","crmLevel":1,"crmLevelSwitch":0,"idStr":"4248492684222290","authorIdStr":"4248492684222290"},"content":"$希音-W(00625)$ 看看3P收入占比吧，从2023年的3%到26Q1已经干到14%了，两年翻了几倍，这个平台化转型的速度确实比预期快","text":"$希音-W(00625)$ 看看3P收入占比吧，从2023年的3%到26Q1已经干到14%了，两年翻了几倍，这个平台化转型的速度确实比预期快","html":"$希音-W(00625)$ 看看3P收入占比吧，从2023年的3%到26Q1已经干到14%了，两年翻了几倍，这个平台化转型的速度确实比预期快"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621063767225304,"gmtCreate":1792654072178,"gmtModify":1792654074512,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4254720394164342","authorIdStr":"4254720394164342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02525\">$禾赛-W(02525)$</a>这几天大盘本来就弱，成长股集体挨打，禾赛跟着很正常，别自己吓自己，把逻辑捋一遍该吃吃该睡睡","listText":"<a 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增持后，JLT Trust (Hong Kong) Limited 嘉立信信托(香港)有限公司最新持股数目为7936.04万股，持股比例由8.99%上升至9.01%。 <a href=\"https://laohu8.com/S/06676\">$找钢网-W(06676)$</a>","listText":"根据联交所最新权益披露资料显示，2026年10月16日，找钢网-W(06676.HK)获JLT Trust (Hong Kong) Limited 嘉立信信托(香港)有限公司在场内以每股均价0.6435港元增持17万股，涉资约10.94万港元。 增持后，JLT Trust (Hong Kong) Limited 嘉立信信托(香港)有限公司最新持股数目为7936.04万股，持股比例由8.99%上升至9.01%。 <a href=\"https://laohu8.com/S/06676\">$找钢网-W(06676)$</a>","text":"根据联交所最新权益披露资料显示，2026年10月16日，找钢网-W(06676.HK)获JLT Trust (Hong Kong) Limited 嘉立信信托(香港)有限公司在场内以每股均价0.6435港元增持17万股，涉资约10.94万港元。 增持后，JLT Trust (Hong Kong) Limited 嘉立信信托(香港)有限公司最新持股数目为7936.04万股，持股比例由8.99%上升至9.01%。 $找钢网-W(06676)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620982598464584","isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620695396950664,"gmtCreate":1792564014520,"gmtModify":1792564017102,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4254720394164342","authorIdStr":"4254720394164342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00625\">$希音-W(00625)$</a>商城业务服务收入涨44%，虽然占比还不大，但这是轻资产模式，利润率结构比自营好。市场现在主要看自营利润，商城这块的估值还没充分体现，算不算预期差？","listText":"<a href=\"https://laohu8.com/S/00625\">$希音-W(00625)$</a>商城业务服务收入涨44%，虽然占比还不大，但这是轻资产模式，利润率结构比自营好。市场现在主要看自营利润，商城这块的估值还没充分体现，算不算预期差？","text":"$希音-W(00625)$商城业务服务收入涨44%，虽然占比还不大，但这是轻资产模式，利润率结构比自营好。市场现在主要看自营利润，商城这块的估值还没充分体现，算不算预期差？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620695396950664","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620636041400672,"gmtCreate":1792547158400,"gmtModify":1792547487002,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4254720394164342","authorIdStr":"4254720394164342"},"themes":[],"title":"","htmlText":"RISC-V开源架构是国策支持方向，打破Arm和x86垄断只能靠它。奕斯伟作为国内全定制方案头部玩家，政策红利加市场红利双吃 <a href=\"https://laohu8.com/S/01256\">$奕斯伟计算(01256)$</a>","listText":"RISC-V开源架构是国策支持方向，打破Arm和x86垄断只能靠它。奕斯伟作为国内全定制方案头部玩家，政策红利加市场红利双吃 <a href=\"https://laohu8.com/S/01256\">$奕斯伟计算(01256)$</a>","text":"RISC-V开源架构是国策支持方向，打破Arm和x86垄断只能靠它。奕斯伟作为国内全定制方案头部玩家，政策红利加市场红利双吃 $奕斯伟计算(01256)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620636041400672","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620345342722552,"gmtCreate":1792481291791,"gmtModify":1792481294762,"author":{"id":"4254720394164342","authorId":"4254720394164342","name":"虎哥财记","avatar":"https://static.tigerbbs.com/e533118e5037fc0c6de54acf2cca5b84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4254720394164342","authorIdStr":"4254720394164342"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00412\">$山高控股(00412)$</a>从政策面看，双碳目标没变，绿电消纳和算力绿色化还在加码，持仓跟着产业趋势走","listText":"<a 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